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Berkshire Hathaway Class B

2,614 hedge funds and large institutions have $167B invested in Berkshire Hathaway Class B in 2020 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 1,053 increasing their positions, 1,120 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 126

4% more call options, than puts

Call options by funds: $3.49B | Put options by funds: $3.35B

1% less funds holding

Funds holding: 2,6312,614 (-17)

3% less capital invested

Capital invested by funds: $173B → $167B (-$6.02B)

6% less repeat investments, than reductions

Existing positions increased: 1,053 | Existing positions reduced: 1,120

2.69% less ownership

Funds ownership: 69.9%67.22% (-2.7%)

21% less funds holding in top 10

Funds holding in top 10: 529419 (-110)

Holders
2,614
Holders Change
-17
Holders Change %
-0.65%
% of All Funds
53.6%
Holding in Top 10
419
Holding in Top 10 Change
-110
Holding in Top 10 Change %
-20.79%
% of All Funds
8.59%
New
137
Increased
1,053
Reduced
1,120
Closed
126
Calls
$3.49B
Puts
$3.35B
Net Calls
+$138M
Net Calls Change
-$897M
Name Holding Trade Value Shares
Change
Change in
Stake
LOAME
1301
Lombard Odier Asset Management (Europe)
United Kingdom
$2.28M +$228K +1,247 +11%
EH
1302
Employers Holdings
Nevada
$2.27M -$61.2K -335 -3%
GTAM
1303
Global Trust Asset Management
Florida
$2.27M -$110K -600 -5%
PCP
1304
Proficio Capital Partners
Massachusetts
$2.27M -$189K -1,033 -8%
WC
1305
Woodstock Corp
Massachusetts
$2.27M +$88.4K +484 +4%
CCM
1306
Coldstream Capital Management
Washington
$2.25M -$3.65K -20 -0.2%
JSC
1307
Jackson Square Capital
California
$2.25M -$175K -956 -7%
SA
1308
SRH Advisors
Kansas
$2.25M +$93.1K +510 +4%
SAS
1309
Stelac Advisory Services
New York
$2.24M +$1.22M +6,671 +113%
HH
1310
Hilltop Holdings
Texas
$2.24M +$459K +2,512 +25%
TAM
1311
Taurus Asset Management
New York
$2.24M -$13.6M -74,494 -86%
GFP
1312
Gryphon Financial Partners
Ohio
$2.22M -$197K -1,080 -8%
FDS
1313
Freedom Day Solutions
Texas
$2.21M -$20.1K -110 -0.9%
NAS
1314
Nicolet Advisory Services
Wisconsin
$2.21M -$105K -576 -4%
IFG
1315
Independent Financial Group
California
$2.21M +$250K +1,370 +12%
BAM
1316
Berkshire Asset Management
Pennsylvania
$2.2M -$884K -4,842 -28%
JFGIW
1317
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.2M -$573K -3,137 -20%
PF
1318
Phoenix Financial
Israel
$2.2M +$573K +3,137 +32%
BFA
1319
Bragg Financial Advisors
North Carolina
$2.19M -$156K -855 -7%
COI
1320
Connable Office Inc
Michigan
$2.19M -$672K -3,681 -23%
AIA
1321
AIMZ Investment Advisors
California
$2.19M
IIC
1322
Integrated Investment Consultants
Michigan
$2.18M +$77.8K +426 +4%
IWP
1323
Icon Wealth Partners
Texas
$2.17M +$1.07M +5,857 +93%
RIA
1324
Realta Investment Advisors
Delaware
$2.15M -$448K -2,454 -17%
OKSA
1325
O'Keefe Stevens Advisory
New York
$2.15M +$2.2M +12,066 New

BRK.B Hedge Fund Activity: Q2 2020 in Review

2,614 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2020, worth a combined $167B — down 3.5% from $173B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new BRK.B positions and 126 closed out — a net gain of 11 holders — while 1,053 added to existing stakes and 1,120 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.32B. The largest seller was Osaic Holdings, cutting an estimated $3.83B.

  • 2,614 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2020, down from 2,631 in Q1 2020.
  • Funds reported $167B of Berkshire Hathaway Class B stock for Q2 2020, down 3.5% quarter-over-quarter.
  • 137 funds opened new Berkshire Hathaway Class B positions in Q2 2020 and 126 closed out, a net change of +11 holders.
  • The largest Berkshire Hathaway Class B buyer in Q2 2020 was Capital World Investors, an estimated $1.32B added.
  • The largest Berkshire Hathaway Class B seller in Q2 2020 was Osaic Holdings, an estimated $3.83B sold.

Based on aggregated 13F filings for Q2 2020.